# VIRTUS ETF TR II (KMID)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/KMID/

- Reporting holders: 16
- Reported value: $41.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Allegheny Financial Group](https://holderbook.com/funds/1844148-allegheny-financial-group/) | $18.2M | 726,233 | 1.9% | 5 |
| [KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1021223-kayne-anderson-rudnick-investment-management-llc/) | $6.1M | 241,418 | 0.0% | 7 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $5.3M | 210,831 | 0.0% | 2 |
| [Keystone Financial Services, LLC](https://holderbook.com/funds/2046033-keystone-financial-services-llc/) | $5.0M | 198,858 | 3.0% | 7 |
| [New Insight Wealth Advisors](https://holderbook.com/funds/2022328-new-insight-wealth-advisors/) | $4.4M | 175,559 | 1.3% | 7 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $990.2K | 39,472 | 0.0% | 1 |
| [Vestmark Advisory Solutions, Inc.](https://holderbook.com/funds/1736982-vestmark-advisory-solutions-inc/) | $487.8K | 19,447 | 0.0% | 2 |
| [STEPHENS INC /AR/](https://holderbook.com/funds/757657-stephens-inc-ar/) | $332.5K | 13,255 | 0.0% | 3 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $246.1K | 9,811 | 0.0% | 1 |
| [World Investment Advisors](https://holderbook.com/funds/1652594-world-investment-advisors/) | $242.0K | 10,150 | 0.0% | 2 |
| [Advisory Resource Group](https://holderbook.com/funds/1764968-advisory-resource-group/) | $217.1K | 8,655 | 0.0% | 7 |
| [EverSource Wealth Advisors, LLC](https://holderbook.com/funds/1710537-eversource-wealth-advisors-llc/) | $179.8K | 7,167 | 0.0% | 7 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $42.6K | 1,700 | 0.0% | 5 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $30.1K | 1,200 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $19.7K | 786 | 0.0% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $14.7K | 593 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 16 | $41.8M |
| Q1 2026 | 14 | $33.9M |
| Q4 2025 | 13 | $30.6M |
| Q3 2025 | 11 | $23.4M |
| Q2 2025 | 12 | $22.1M |
| Q1 2025 | 9 | $15.4M |
| Q4 2024 | 9 | $10.0M |